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BlackRock US Equity Factor Rotation ETF
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Overview Fund Activity

442 hedge funds and large institutions have $12.6B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 251 increasing their positions, 102 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+54
Holders Change %
+13.92%
% of All Funds
6.39%
Holding in Top 10
82
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.89%
% of All Funds
1.19%
New
72
Increased
251
Reduced
102
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$836M
2
PAS
Park Avenue Securities
New York
$315M
3
LPL Financial
LPL Financial
California
$999M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$158M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$162M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$9.85M
2
Two Sigma Investments
Two Sigma Investments
New York
$0
3
LWM
Liberty Wealth Management
California
$19.6M
4
DWM
Dynasty Wealth Management
Florida
$0
5
MFG
Merit Financial Group
Georgia
$9.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$69.3M +$4.43M +89,650 +7%
PA
27
Parallel Advisors
California
$62.7M +$4.98M +100,699 +9%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$62.4M +$15.6M +314,828 +33%
AWMS
29
Advocacy Wealth Management Services
Georgia
$60.1M +$4.24M +85,729 +8%
AWM
30
AE Wealth Management
Kansas
$59.8M +$1.3M +26,368 +2%
APW
31
Austin Private Wealth
Texas
$47.3M +$4.38M +88,489 +10%
AWS
32
Atria Wealth Solutions
New York
$43.7M +$2.89M +58,409 +7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$42.5M +$16.9M +341,606 +66%
AI
34
Atria Investments
North Carolina
$42.5M +$520K +10,509 +1%
CW
35
CreativeOne Wealth
Kansas
$42.1M +$13.5M +272,675 +47%
Truist Financial
36
Truist Financial
North Carolina
$41M +$3.14M +63,571 +8%
MPW
37
MA Private Wealth
California
$38.1M +$37.5M +758,797 +6,584%
MC
38
McMorgan & Co
California
$37.9M -$1.73M -35,013 -4%
HWM
39
Horizon Wealth Management
Illinois
$37.5M +$2.5M +50,564 +7%
SHJ
40
Sharkey, Howes & Javer
Colorado
$36.9M -$3.53M -71,261 -9%
IWA
41
Icon Wealth Advisors
Texas
$36.4M +$542K +10,959 +2%
SA
42
Scarborough Advisors
Maryland
$34.9M +$3.25M +65,671 +10%
US Bancorp
43
US Bancorp
Minnesota
$34.4M +$1.26M +25,507 +4%
AIA
44
Alera Investment Advisors
Illinois
$33.8M +$33.6K +679 +0.1%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$32.2M +$3.21M +64,834 +11%
HGWM
46
Horst & Graben Wealth Management
Oregon
$31.7M +$928K +18,761 +3%
IDA
47
Intelligence Driven Advisers
California
$31.2M +$1.8M +36,396 +6%
CIAS
48
CFS Investment Advisory Services
New Jersey
$29.5M +$428K +8,649 +1%
SW
49
SteelPeak Wealth
California
$26.7M +$1.41M +28,459 +6%
SFO
50
Stokes Family Office
Louisiana
$25.9M +$652K +13,176 +3%
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